See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,621 | $115,770-57.1% | $101,248-51.0% | $158,922-68.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 13.86% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,153 | $4,175-72.4% | $3,660-68.5% | $4,761-75.8% |
| Participant deferral / active EE | $1,758 | $4,957-64.5% | $4,370-59.8% | $5,982-70.6% |
| Admin fee / account holder | $125 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |